My Profile

My name is Steven Foster, a Microsoft CRM MVP, working at Intergen as the CRM Product and Marketing Manager. I have over 17 years of CRM experience delivering a multitude of CRM solutions across a number of countries. I hope you find my blog interesting!
I am also an entrepreneur reselling the HappyOrNot customer satisfaction service.

So just taking a look at all of the available perform actions in workflows that are provided out of the box and found SetProcess.

SetProcess enables via a workflow to change the current business process of a record. For example, you are working on an opportunity and the decision timeframe is a year, this would most likely have a different sales approach to an opportunity closing in a month. Via a workflow we change the business process automatically.

So how do we do it? It’s easy follow these steps:

Navigate to Settings->Processes

Create a new process of type workflow, give it a name “Change process -long running opportunity” etc

So for my example I create a condition on the Purchase Timeframe, if equal to This year then do action.

I select perform action

I select SetProcess and click on properties. All I need to select is the business process and the record to apply it to.

Save and close

Finally Activate the process, all done.

When I navigate to my opportunity and update the purchase timeframe to This Year, once I refresh the record the business process will change.

I just came across this feature the other day, using a pre-built action to generate a word document via a workflow. There are actually 100s of actions that you can explore in workflows that might actually remove some development.

So how do you generate a word document from a workflow, it’s really simple, just follow these simple steps. In my example I will use the OOB account summary template as an example.

Navigate to Settings->Processes

Create a new process of type workflow, give it a name “Generate Document” etc

For my example I am going to make the workflow On Demand, jus to demonstrate the functionality, but think of these examples:

Creating an opportunity summary at the develop stage of an opportunity

Creating a campaign summary at the end of the campaign

Creating a Case report

At the end of the day this is a workflow so all workflow logic applies

So for my example all I need to do is select Perform Action

Scroll down the many actions and select SetWordTemplate

Leave the Entity as None

Click on Set Properties

Select the template from the dropdown list

Select Account

NOTE: if you are using a custom entity, the entity is required to be enabled for Business Process Flows to be able to be added

Save and Close

Activate

That’s it, simple. Now when you go to an account record and select to run an on demand workflow, the Generate document will display.

The document is stored as a note attachment against the record.

At the moment this solution does not attach to SharePoint, but I am sure clever people could expand this capability!